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- Tasks: Join us as a Finance Administrator, handling income, accounts payable, and bank reconciliations.
- Company: Be part of a thriving Wealth Management company near St Albans, known for its success and growth.
- Benefits: Enjoy flexible working with 3 days remote, plus support for accountancy exam studies.
- Why this job: This role offers diverse tasks, a supportive culture, and opportunities for career progression.
- Qualifications: Ideal candidates have corporate experience, strong numeracy skills, and familiarity with Xero or similar software.
- Other info: Join a dynamic team and contribute to innovative finance processes while developing your skills.
The predicted salary is between 30000 - 42000 £ per year.
Fabulous opportunity for a finance assistant/administrator working for a highly successful Wealth Management company on the outskirts of St Albans. The role would require 2 days in the office and the opportunity to work from home for 3 days. There will also be an opportunity to study for accountancy/financial exams to enable progression within the role and the company itself.
The role is varied and would include the following responsibilities:
- Income – iO, Xero and Subsheet
Upload cash transactions for all companies via bank file excel upload. Add provider statements to iO system. Collect commission statements (e.g., from post, emails, portal logins) and save on file. Check automatic matching to ensure everything has been allocated. Manual matching and allocating of statements on locking day.
Raise sales invoices in Xero to reconcile the cash receipt. Ensure correct allocation of income type. Upload statements to Xero as supporting evidence.
Manually input data to update columns with dates and amounts received.
Check postings regularly to ensure iO/Subsheet/Xero match. Maintain up-to-date process notes/manual for the income process. Continuously develop the process to ensure automation where possible and efficient use of time.
- Accounts Payable
Manage Accounts Payable processes including checking invoices, coding invoices, scheduling payment runs, and reconciling payments in Xero. Record all costs accurately and descriptively in Xero. Liaise with suppliers to obtain copies or missing invoices. Liaise with debit card holders to obtain confirmation/receipts to support spend. Regular review of costs to ensure correct invoicing. Maintain the accounts shared mailbox, including timely and professional replies to queries. Maintain contact/supplier listing in Xero for accurate record-keeping.
- Other
Regular reconciliation of bank accounts across 4+ companies in Xero. Manage sales invoicing for small subsidiary Lumin Pensions, issuing invoices and updating the finance tracker. Contact providers for missing statements. Investigate missing income lines. Liaise with paraplanners to amend/add plans in iO for correct statement line allocation. Participate in iO lock twice monthly (around the 15th and the last working day). Fixed asset tracking. Other ad hoc finance tasks as necessary.
The company seeks a bright, outgoing, team-oriented individual with previous experience in a corporate environment, excellent numeracy skills, and a strong eye for detail. Previous experience with Xero (or similar QuickBooks/Sage) and a working knowledge of Excel is desired.
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Finance Administrator employer: The Cox Pradia Law Firm, P.L.L.C.
Contact Detail:
The Cox Pradia Law Firm, P.L.L.C. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Administrator
✨Tip Number 1
Familiarise yourself with Xero and Excel before applying. Since the role heavily relies on these tools, having a solid understanding will not only boost your confidence but also show us that you're proactive and ready to hit the ground running.
✨Tip Number 2
Network with professionals in the finance sector, especially those who work with wealth management companies. Engaging with them can provide insights into the company culture and expectations, which can be invaluable during interviews.
✨Tip Number 3
Prepare to discuss your previous experience in accounts payable and receivable. Be ready to share specific examples of how you've managed invoices, reconciled accounts, or improved processes in your past roles, as this will demonstrate your suitability for the position.
✨Tip Number 4
Show enthusiasm for continuous learning and professional development. Mention any relevant courses or certifications you’re interested in pursuing, as we value candidates who are eager to grow within the company and enhance their skills.
We think you need these skills to ace Finance Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance administration, particularly with software like Xero or similar. Emphasise your numeracy skills and attention to detail, as these are key for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific responsibilities from the job description that excite you and how your previous experience aligns with them.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Excel and any experience with accounts payable processes. Provide examples of how you've successfully managed similar tasks in past roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for a finance administrator.
How to prepare for a job interview at The Cox Pradia Law Firm, P.L.L.C.
✨Showcase Your Numeracy Skills
As a Finance Administrator, strong numeracy skills are crucial. Be prepared to discuss your experience with numbers and how you've applied these skills in previous roles. You might even want to bring examples of reports or analyses you've worked on.
✨Familiarise Yourself with Xero
Since the role requires experience with Xero, make sure you brush up on its features and functionalities. If you have specific examples of how you've used Xero in past positions, be ready to share those during the interview.
✨Demonstrate Attention to Detail
The job description highlights the need for a strong eye for detail. Prepare to discuss situations where your attention to detail made a difference, such as catching errors in financial documents or improving processes.
✨Prepare Questions About the Role
Interviews are a two-way street. Prepare thoughtful questions about the company culture, team dynamics, and opportunities for professional development, especially regarding accountancy/financial exams. This shows your genuine interest in the position.
